MailerLite: Setting up an automation workflow
MailerLite
Demo summary
The video shows how to create a welcome email sequence, including setting triggers (joining a group), adding time delays, and designing the automated emails.
Step-by-step
- Navigate to Automation and click Create new automation
- Select a template like Simple welcome email or start from scratch
- Click on the Workflow trigger to define the starting event, such as joining a group
- Select the specific subscriber group to trigger the automation
- Click the plus icon in the workflow to add steps like Email or Delay
- Configure the Delay duration, such as 3 days
- Click Design email and choose between the Drag and drop editor, Custom HTML editor, or Rich text editor
- Select a template from the gallery or use the editor to customize text and images
Options
- Trigger based on completing a form, clicking a link, updating a field, or a specific date
- Enable 'Allow subscribers to repeat the workflow' to let users re-trigger it every 24 hours
- Add conditions, actions, webhooks, or AB testing to the workflow
- Browse template categories like Black Friday, E-commerce, or Events
Watch out for
- When repeating workflows is enabled, subscribers can only trigger it once every 24 hours
Tips
- A 3-day delay between the welcome email and the next sequence email is a standard setup
- Use the template gallery to find professional, official-looking designs quickly
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- 9:257:08Setting up an automation workflowCurrentThe video shows how to create a welcome email sequence, including setting triggers (joining a group), adding time delays, and designing the automated emails.MailerLite· Build a welcome / drip automation
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- Watch “MailerLite Review 2026: The BEST Email Marketing Service?” →
Build a welcome / drip automation
- 9:257:08Setting up an automation workflowCurrentThe video shows how to create a welcome email sequence, including setting triggers (joining a group), adding time delays, and designing the automated emails.Matt Crawford
30:224:32Set up an automated welcome email sequenceDemonstrates building a visual automation workflow triggered by group joins, including delays, multiple emails, and conditional branching based on user activity.Metics Media
3:120:19Setting up email automation workflowsThe presenter navigates to the automation tab to show how to create workflows for welcome emails, retargeting, and birthday wishes.BrandLens Consulting
18:295:49Setting Up an Automation WorkflowShows how to use the automation builder to trigger emails based on form signups, including setting wait times and adding email steps.EB